Resource Management Portlets › Investment Timesheet Summary Portlet › Investment Timesheet Review Portlet

Investment Timesheet Review Portlet

The Investment Timesheet Review portlet on the Timesheet Details page displays pending and posted actuals by task, resource, and time period. Use this portlet to compare pending actuals to posted actuals by task and by resource.

There is an Adjustment filter on this portlet. If this filter is set to Yes, then adjustment timesheets are displayed. Once an adjustment has been posted, the original adjusted timesheets are not shown in this portlet. If the Timesheet Status filter is set to Adjusted, no results are returned. This prevents the duplication of actuals in the portlet. If you click the timesheet icon to view the adjustment timesheet, you can access the adjusted timesheet from the [Adjusted Timesheet] link at the top of the timesheet page.

The portlet displays the following fields:

Timesheet

Displays the timesheet icon. Click the icon to go to the timesheet page for the corresponding resource.

Notes Attached

Displays an icon if there are any notes attached to a timesheet entry. Click the icon to drill down to the Timesheet Notes page.

Investment

Displays the name of the investment. Click an investment name to view the detailed properties for that investment.

Task

Displays the task name associated with the timesheet entry. Click a task name to view the task properties.

Resource

Displays the resource name associated with the timesheet entry. Click a resource name to view the resource assignment properties.

Employment Type

Displays the resource employment type (for example, employee or contractor).

Status

Displays the timesheet status.

Adjustment

Displays an icon if the timesheet is an adjustment timesheet. The original adjusted timesheets are not included in this portlet to prevent duplication of actuals.

Period Start

Displays the timesheet period start date.

Period End

Displays the timesheet period end date.

Pending Actuals

Displays the actuals that have not been posted for the given time reporting period.

Posted Actuals

Displays the posted actuals for the given time reporting period.

Total Actuals

Displays the total actuals (pending and posted) for the given time reporting period.

More information:

Investment Timesheet Summary Portlet